Purchases and Sales Made in Q3 2023 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q3 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-343- 0.15% |
$117K - $127K
|
223K
$101M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-350- 1.1% |
$119K - $130K
|
31.5K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-351- 0.09% |
$120K - $130K
|
413K
$188M
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-358- 3.11% |
$122K - $133K
|
11.2K
$5.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-360- 2.93% |
$123K - $133K
|
11.9K
$5.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-362- 4.52% |
$123K - $134K
|
7.66K
$3.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-363- 13.24% |
$124K - $134K
|
2.38K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-367- 15.49% |
$125K - $136K
|
2K
$911K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-369- 6.46% |
$126K - $137K
|
5.34K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-369- 3.57% |
$126K - $137K
|
9.95K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-369- 0.44% |
$126K - $137K
|
82.9K
$37.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-370- 3.18% |
$126K - $137K
|
11.3K
$5.13M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-375- 1.65% |
$128K - $139K
|
22.4K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-376- 2.75% |
$128K - $139K
|
13.3K
$6.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-377- 9.12% |
$129K - $140K
|
3.76K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-377- 11.31% |
$129K - $140K
|
2.96K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-378- 0.89% |
$129K - $140K
|
42K
$19.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-380- 5.01% |
$130K - $141K
|
7.21K
$3.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-381- 1.8% |
$130K - $141K
|
20.8K
$9.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-382- 1.61% |
$130K - $142K
|
23.3K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-383- 3.1% |
$131K - $142K
|
12K
$5.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-386- 18.78% |
$132K - $143K
|
1.67K
$759K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-386- 0.69% |
$132K - $143K
|
55.5K
$25.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-388- 1.16% |
$132K - $144K
|
33.1K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-389- 7.3% |
$133K - $144K
|
4.94K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-392- 2.06% |
$134K - $145K
|
18.6K
$8.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-393- 12.64% |
$134K - $146K
|
2.72K
$1.24M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-393- 24.46% |
$134K - $146K
|
1.21K
$552K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-394- 1.47% |
$134K - $146K
|
26.5K
$12.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-395- 5.7% |
$135K - $146K
|
6.54K
$2.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-396- 9.21% |
$135K - $147K
|
3.9K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-396- 1.1% |
$135K - $147K
|
35.6K
$16.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-397- 1.75% |
$135K - $147K
|
22.3K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-399- 1.48% |
$136K - $148K
|
26.5K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-405- 0.15% |
$138K - $150K
|
273K
$124M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-406- 6.47% |
$138K - $150K
|
5.87K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-406- 3.23% |
$138K - $150K
|
12.2K
$5.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-410- 3.38% |
$140K - $152K
|
11.7K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-410- 3.5% |
$140K - $152K
|
11.3K
$5.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-411- 2.9% |
$140K - $152K
|
13.8K
$6.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-412- 0.8% |
$140K - $153K
|
50.9K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-413- 11.69% |
$141K - $153K
|
3.12K
$1.42M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-413- 12.2% |
$141K - $153K
|
2.97K
$1.35M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-414- 13.72% |
$141K - $153K
|
2.6K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-415- 9.98% |
$141K - $154K
|
3.75K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-416- 0.64% |
$142K - $154K
|
64.2K
$29.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-416- 20.55% |
$142K - $154K
|
1.61K
$731K
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-420- 35.0% |
$143K - $156K
|
780
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-420- 5.16% |
$143K - $156K
|
7.72K
$3.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-424- 2.8% |
$145K - $157K
|
14.7K
$6.7M
|